See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $19,812 |
Service code 27 · EIN 04-3626312 | Advisory (Plan) | $17,740 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,540 | $52,953-2.7% | $172,739-70.2% | $65,185-20.9% |
| Participation rate | 87.0% | 66.2%+20.8pp | 82.6%+4.3pp | 70.2%+16.8pp |
| Annual return | 22.83% | 30.12%-7.3pp | 802.84%-780.0pp | 29.38%-6.6pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,583 | $2,471+45.0% | $5,198-31.1% | $3,514+2.0% |
| Admin fee / account holder | $300 | $472-36.3% | $13,954-97.8% | $847-64.5% |